See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,837 | $49,177+50.1% | $79,464-7.1% | $64,186+15.0% |
| Participation rate | 83.7% | 65.0%+18.7pp | 73.3%+10.4pp | 69.6%+14.2pp |
| Annual return | -5.76% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,386 | $2,076+14.9% | $2,800-14.8% | $2,381+0.2% |
| Participant deferral / active EE | $3,763 | $2,821+33.4% | $3,704+1.6% | $3,470+8.5% |
| Admin fee / account holder | $1,939 | $3,839-49.5% | $5,113-62.1% | $4,888-60.3% |